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Investcorp Credit Management BDC
ICMB

Overview Fund Activity

15 hedge funds and large institutions have $2.06M invested in Investcorp Credit Management BDC in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
4
Closed
2
Calls
$6K
Puts
$3K
Net Calls
+$3K
Net Calls Change
-$147K

Top Buyers

1
BI
Bulldog Investors
New Jersey
+$432K
2
WI
Westbourne Investments
Virginia
+$99.5K
3
EFG
Ethos Financial Group
Pennsylvania
+$38K
4
Morgan Stanley
Morgan Stanley
New York
+$19K
5
Raymond James Financial
Raymond James Financial
Florida
+$2.4K

Top Sellers

1
LPL Financial
LPL Financial
California
-$71.3K
2
Citadel Advisors
Citadel Advisors
Florida
-$70.1K
3
UBS Group
UBS Group
Switzerland
-$50.5K
4
AT
Arlington Trust
Alabama
-$21.2K
5
NA
NewEdge Advisors
Louisiana
-$4.82K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$737K +$19K +5,912 +3%
BI
2
Bulldog Investors
New Jersey
$679K +$432K +134,565 +175%
Citadel Advisors
3
Citadel Advisors
Florida
$99.6K -$70.1K -21,699 -41%
WI
4
Westbourne Investments
Virginia
$99.5K +$99.5K +31,000 New
LPL Financial
5
LPL Financial
California
$91.2K -$71.3K -22,216 -44%
IAIM
6
International Assets Investment Management
Florida
$89.1K – – –
Raymond James Financial
7
Raymond James Financial
Florida
$74.9K +$2.4K +749 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$54.7K – – –
NA
9
NewEdge Advisors
Louisiana
$41.7K -$4.82K -1,500 -10%
EFG
10
Ethos Financial Group
Pennsylvania
$38K +$38K +11,840 New
Bank of America
11
Bank of America
North Carolina
$26.9K – – –
UBS Group
12
UBS Group
Switzerland
$20.8K -$50.5K -15,727 -71%
LWMI
13
Legacy Wealth Management (Idaho)
Idaho
$8.03K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$121 – – –
Wells Fargo
15
Wells Fargo
California
$2 – – –
AT
16
Arlington Trust
Alabama
– -$21.2K -7,000 Closed
CAS
17
Coppell Advisory Solutions
Texas
– -$58 -19 Closed